PepsiCo Inc
PEP- Exchange
- Nasdaq
- Industry
- Beverages
- SEC CIK
- 0000077476
In the last 90 days, PepsiCo Inc insiders filed 0 open-market purchases and 1 sale; 3,421 institutions reported holding it in 13F filings for Q2 2026, worth $146.5B in total; 5 superinvestors hold it, including Elliott Investment Management and Lindsell Train.
13F holders, Q4 2023
Institutional positions in PepsiCo Inc as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 3,347
- +206 vs. Q3 2023
- Shares held
- 1.01B
- +5.86M (+0.6%) vs. Q3 2023
- Total value
- $170.9B
- +$1.19B (+0.7%) vs. Q3 2023
- New holders
- 324
- 1,341 more added
- Sold out
- 118
- 1,329 more reduced
53 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PEP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,421 | $146.5B |
| Q1 2026 | 3,566 | $163.5B |
| Q4 2025 | 3,518 | $153.0B |
| Q3 2025 | 3,321 | $142.1B |
| Q2 2025 | 3,329 | $135.9B |
| Q1 2025 | 3,430 | $154.1B |
| Q4 2024 | 3,484 | $156.6B |
| Q3 2024 | 3,353 | $172.1B |
| Q2 2024 | 3,331 | $167.0B |
| Q1 2024 | 3,371 | $176.3B |
| Q4 2023 | 3,348 | $170.9B |
| Q3 2023 | 3,195 | $170.4B |
| Q2 2023 | 3,216 | $185.4B |
| Q1 2023 | 3,176 | $183.0B |
| Q4 2022 | 3,198 | $181.4B |
| Q3 2022 | 3,009 | $162.4B |
| Q2 2022 | 3,018 | $165.9B |
| Q1 2022 | 3,031 | $166.6B |
| Q4 2021 | 3,040 | $174.1B |
| Q3 2021 | 2,741 | $149.8B |
| Q2 2021 | 2,760 | $146.7B |
| Q1 2021 | 2,719 | $139.8B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding PepsiCo Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Howe & Rusling Inc | 102,342 | $17.4M | 1.84% | +6,825+7.1% | Added |
| Northeast Investment Management | 101,725 | $17.3M | 0.92% | −4,114−3.9% | Reduced |
| Bridges Investment Management Inc | 101,243 | $17.2M | 0.57% | +6,571+6.9% | Added |
| Hendershot Investments Inc. | 101,129 | $17.2M | 2.64% | +8,425+9.1% | Added |
| Parthenon LLC | 100,795 | $17.1M | 2.37% | −475−0.5% | Reduced |
| Braun Stacey Associates Inc | 100,660 | $17.1M | 0.76% | −5,158−4.9% | Reduced |
| Banco Santander, S.A. | 100,540 | $17.1M | 0.20% | −25,767−20.4% | Reduced |
| Wealthfront Advisers LLC | 100,513 | $17.1M | 0.07% | −30,798−23.5% | Reduced |
| Harvest Portfolios Group Inc. | 99,735 | $16.9M | 0.72% | +3,048+3.2% | Added |
| Pittenger & Anderson Inc | 98,990 | $16.8M | 0.75% | −30.0% | Reduced |
| Logan Capital Management Inc | 98,967 | $16.8M | 0.78% | +6,860+7.4% | Added |
| Adell Harriman & Carpenter Inc | 98,712 | $16.8M | 1.55% | +567+0.6% | Added |
| Summit Global Investments | 98,638 | $16.8M | 1.10% | +94,130+2,088.1% | Added |
| Willis Investment Counsel | 97,979 | $16.6M | 1.17% | +55+0.1% | Added |
| Prospera Financial Services Inc | 97,693 | $16.6M | 0.55% | +2,045+2.1% | Added |
| Ardevora Asset Management LLP | 97,280 | $16.5M | 1.47% | −78,458−44.6% | Reduced |
| Citizens Financial Group Inc | 97,179 | $16.5M | 0.57% | +15,115+18.4% | Added |
| Constitution Capital LLC | 97,146 | $16.5M | 9.96% | −7,987−7.6% | Reduced |
| JustInvest LLC | 96,251 | $16.3M | 0.42% | −6,965−6.7% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 96,210 | $16.3M | 0.18% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 96,196 | $16.3M | 0.23% | −4,792−4.7% | Reduced |
| Kingsview Wealth Management, LLC | 96,070 | $16.3M | 0.49% | +6,598+7.4% | Added |
| JLB & Associates Inc | 95,978 | $16.3M | 2.34% | −157−0.2% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 95,523 | $16.2M | 1.77% | +567+0.6% | Added |
| ARS Wealth Advisors Group, LLC | 95,454 | $16.2M | 2.40% | +6,365+7.1% | Added |
| Highland Capital Management, LLC | 95,405 | $16.2M | 1.01% | +317+0.3% | Added |
| Greenleaf Trust | 95,166 | $16.2M | 0.17% | −7,426−7.2% | Reduced |
| Harvey Investment Co LLC | 94,929 | $16.1M | 1.95% | −485−0.5% | Reduced |
| Anchor Capital Advisors LLC | 94,753 | $16.1M | 0.42% | −1,415−1.5% | Reduced |
| National Philanthropic Trust | 93,848 | $15.9M | 0.42% | +93,848 | New |
| Palisade Asset Management, LLC | 93,828 | $15.9M | 1.75% | +6,889+7.9% | Added |
| Sawgrass Asset Management LLC | 93,616 | $15.9M | 1.79% | −1,917−2.0% | Reduced |
| Crossmark Global Holdings, Inc. | 93,556 | $15.9M | 0.33% | +2,141+2.3% | Added |
| Beaumont Financial Advisors, LLC | 93,281 | $15.8M | 1.44% | −1,095−1.2% | Reduced |
| Fulton Breakefield Broenniman LLC | 93,099 | $15.8M | 1.27% | +16,494+21.5% | Added |
| Hartford Investment Management Co | 92,586 | $15.7M | 0.59% | −1,175−1.3% | Reduced |
| Montag A & Associates Inc | 91,370 | $15.6M | 0.87% | +2,433+2.7% | Added |
| Woodstock Corp | 91,889 | $15.6M | 1.81% | −308−0.3% | Reduced |
| Wendell David Associates Inc | 91,316 | $15.5M | 1.67% | +1,627+1.8% | Added |
| Exchange Traded Concepts, LLC | 91,064 | $15.5M | 0.41% | +6,980+8.3% | Added |
| NBT Bank N A | 90,536 | $15.4M | 1.20% | +2,306+2.6% | Added |
| Bell Asset Management Ltd | 90,228 | $15.3M | 2.34% | +31,462+53.5% | Added |
| Glenview Trust Co | 90,076 | $15.3M | 0.38% | +1,998+2.3% | Added |
| Cetera Advisors LLC | 89,719 | $15.2M | 0.21% | +9,142+11.3% | Added |
| Forbes J M & Co LLP | 89,708 | $15.2M | 1.77% | +2,871+3.3% | Added |
| Cohen Capital Management, Inc. | 89,521 | $15.2M | 2.90% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 89,448 | $15.2M | 1.24% | +2,227+2.6% | Added |
| 1832 Asset Management L.P. | 89,264 | $15.2M | 0.03% | −4,941−5.2% | Reduced |
| Colonial Trust Advisors | 89,247 | $15.2M | 1.61% | −613−0.7% | Reduced |
| Birch Hill Investment Advisors LLC | 88,935 | $15.1M | 0.80% | −788−0.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 88,700 | $15.1M | 0.30% | +42,758+93.1% | Added |
| Terry L. Blaker | 88,341 | $15.0M | 1.23% | −17,639−16.6% | Reduced |
| Longbow Finance SA | 88,180 | $15.0M | 1.52% | +4,053+4.8% | Added |
| Kempen Capital Management N.V. | 87,906 | $14.9M | 0.21% | −111−0.1% | Reduced |
| Marble Harbor Investment Counsel, LLC | 87,755 | $14.9M | 1.83% | −4,099−4.5% | Reduced |
| First National Trust Co | 87,598 | $14.9M | 0.65% | −5,409−5.8% | Reduced |
| Ameritas Investment Partners, Inc. | 87,561 | $14.9M | 0.54% | +3,461+4.1% | Added |
| Securian Asset Management, Inc | 87,074 | $14.8M | 0.42% | −11,712−11.9% | Reduced |
| Callahan Advisors, LLC | 86,731 | $14.7M | 1.71% | +423+0.5% | Added |
| Guardian Capital Advisors LP | 86,660 | $14.7M | 1.53% | −3,689−4.1% | Reduced |
| Nixon Peabody Trust Co | 85,543 | $14.5M | 1.63% | +72,982+581.0% | Added |
| Gamco Investors, Inc. Et Al | 85,152 | $14.5M | 0.15% | −2,325−2.7% | Reduced |
| West Coast Financial LLC | 84,954 | $14.4M | 1.89% | +7,226+9.3% | Added |
| Ethic Inc. | 84,597 | $14.4M | 0.43% | −1,285−1.5% | Reduced |
| Savant Capital, LLC | 84,595 | $14.4M | 0.19% | −1,252−1.5% | Reduced |
| Connors Investor Services Inc | 84,016 | $14.3M | 1.60% | −823−1.0% | Reduced |
| River Road Asset Management, LLC | 83,241 | $14.1M | 0.20% | −2,066−2.4% | Reduced |
| Clearstead Advisors, LLC | 83,045 | $14.1M | 0.75% | +861+1.0% | Added |
| Nippon Life Global Investors Americas, Inc. | 82,320 | $14.1M | 0.78% | 00.0% | Unchanged |
| Violich Capital Management, Inc. | 82,282 | $14.0M | 2.27% | +350+0.4% | Added |
| First Fiduciary Investment Counsel, Inc. | 82,154 | $14.0M | 3.08% | −1,688−2.0% | Reduced |
| Churchill Management Corp | 82,033 | $13.9M | 0.21% | −2,404−2.8% | Reduced |
| Snowden Capital Advisors LLC | 81,528 | $13.8M | 0.53% | −11,154−12.0% | Reduced |
| YHB Investment Advisors, Inc. | 81,515 | $13.8M | 1.34% | −6,058−6.9% | Reduced |
| First Financial Bank - Trust Division | 81,406 | $13.8M | 1.41% | −5,784−6.6% | Reduced |
| Davy Global Fund Management Ltd | 81,182 | $13.8M | 1.62% | +39,798+96.2% | Added |
| Academy Capital Management Inc | 80,938 | $13.7M | 2.79% | −1,409−1.7% | Reduced |
| Haverford Financial Services, Inc. | 80,922 | $13.7M | 4.12% | +239+0.3% | Added |
| Harbour Trust & Investment Management Co | 80,822 | $13.7M | 1.94% | +80,822 | New |
| Ancora Advisors, LLC | 80,647 | $13.7M | 0.32% | −101−0.1% | Reduced |
| Auxier Asset Management | 80,581 | $13.7M | 2.21% | −277−0.3% | Reduced |
| Sather Financial Group Inc | 80,453 | $13.7M | 1.01% | 00.0% | Unchanged |
| Dearborn Partners LLC | 80,198 | $13.6M | 0.50% | −344−0.4% | Reduced |
| Simplex Trading, LLC | 80,144 | $13.6M | 0.42% | +80,144 | New |
| Founders Capital Management, LLC | 79,778 | $13.5M | 2.78% | −459−0.6% | Reduced |
| Cornerstone Advisors, LLC | 79,400 | $13.5M | 0.59% | −3,700−4.5% | Reduced |
| Trust Co of Virginia | 79,130 | $13.4M | 1.36% | −147−0.2% | Reduced |
| Noesis Capital Mangement Corp | 79,077 | $13.4M | 3.17% | −182−0.2% | Reduced |
| Mitchell Sinkler & Starr | 79,044 | $13.4M | 2.44% | +17,327+28.1% | Added |
| Addenda Capital Inc. | 78,215 | $13.4M | 0.52% | +4,449+6.0% | Added |
| Wallington Asset Management, LLC | 78,690 | $13.4M | 2.25% | +340+0.4% | Added |
| Stratos Wealth Partners, LTD. | 78,652 | $13.4M | 0.25% | +263+0.3% | Added |
| St Germain D J Co Inc | 78,647 | $13.4M | 0.70% | −402−0.5% | Reduced |
| Agf Management Ltd | 78,530 | $13.3M | 0.08% | −2,037−2.5% | Reduced |
| Kestra Private Wealth Services, LLC | 78,276 | $13.3M | 0.34% | +3,835+5.2% | Added |
| Aptus Capital Advisors, LLC | 78,190 | $13.3M | 0.39% | +171+0.2% | Added |
| Fiduciary Group LLC | 78,079 | $13.3M | 1.55% | −849−1.1% | Reduced |
| Buckingham Strategic Wealth, LLC | 77,697 | $13.2M | 0.16% | −1,518−1.9% | Reduced |
| Crestwood Advisors Group LLC | 77,680 | $13.2M | 0.31% | +4,777+6.6% | Added |
| Beese Fulmer Investment Management, Inc. | 77,563 | $13.2M | 1.36% | −454−0.6% | Reduced |